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Capital Advisors Ltd’s Shinhan Financial Group SHG Stock Holding History

Capital Advisors Ltd’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-280
Closed -$11K – 481
2018
Q3 		$11K Buy
+280
New +$10.8K ﹤0.01% 409

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advisors Ltd's SHG Position: Q4 2018 in Review

Capital Advisors Ltd sold out of Shinhan Financial Group (SHG) in Q4 2018, closing a stake of 280 shares — an estimated $11K sold.

Capital Advisors Ltd first reported a position in SHG in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 127 funds tracked by Wall St. Rank hold SHG as of Q4 2018.

  • Capital Advisors Ltd reported no remaining Shinhan Financial Group position as of Q4 2018 after selling out during the quarter.
  • Capital Advisors Ltd sold 280 Shinhan Financial Group shares in Q4 2018, an estimated $11K.
  • Capital Advisors Ltd first reported a position in Shinhan Financial Group in Q3 2018 and held it in 1 quarter.
  • Capital Advisors Ltd's Shinhan Financial Group position peaked at $11K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2018.

Based on Capital Advisors Ltd's 13F filing for Q4 2018, filed 29 Jan 2019.